金吾财讯 | 中信建投表示，2月10日，比亚迪举办智能化战略发布会，重磅发布全民智驾战略。在整车智能战略下，比亚迪构建起天神之眼技术矩阵，其全系车型将搭载高阶智驾技术，其中天神之眼 C首批上市21款车型，覆盖7万级到20万级，包括价格亲民的海鸥，让高阶智驾人人可享，引领汽车行业智能化变革。该行认为2025年是智驾实现从1到10跨越式发展的关键节点，前期特斯拉FSD、华为ADS、小鹏、理想等先行者已打通高阶智驾技术路径，随着渗透率逐步提升，比亚迪等巨头正式入局智能化，智能化规模效应开始显现，25年强势自主品牌有望通过成熟电动化+低成本智能化的降维打击，实现对合资份额的进一步替代。
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